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RAND vs. CION
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RAND vs. CION - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rand Capital Corporation (RAND) and CION Investment Corporation (CION). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RAND achieves a -0.81% return, which is significantly higher than CION's -23.59% return.


RAND

1D
0.25%
1M
-0.75%
YTD
-0.81%
6M
-15.50%
1Y
-20.14%
3Y*
9.31%
5Y*
0.68%
10Y*
2.07%

CION

1D
1.47%
1M
-11.99%
YTD
-23.59%
6M
-23.75%
1Y
-13.30%
3Y*
3.04%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RAND vs. CION - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RAND
Rand Capital Corporation
-0.81%-34.86%91.43%7.45%-17.05%9.35%
CION
CION Investment Corporation
-23.59%-2.26%14.82%35.42%-14.80%14.07%

Correlation

The correlation between RAND and CION is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2021

0.08

Fundamentals

Market Cap

RAND:

$31.86M

CION:

$351.56M

EPS

RAND:

-$2.81

CION:

$0.67

PB Ratio

RAND:

0.63

CION:

29.91

Total Revenue (TTM)

RAND:

-$3.23M

CION:

$217.31M

Gross Profit (TTM)

RAND:

-$4.74M

CION:

$189.35M

EBITDA (TTM)

RAND:

-$6.47M

CION:

$112.53M

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Return for Risk

RAND vs. CION — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RAND
RAND Risk / Return Rank: 2121
Overall Rank
RAND Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
RAND Sortino Ratio Rank: 2222
Sortino Ratio Rank
RAND Omega Ratio Rank: 2121
Omega Ratio Rank
RAND Calmar Ratio Rank: 1919
Calmar Ratio Rank
RAND Martin Ratio Rank: 2222
Martin Ratio Rank

CION
CION Risk / Return Rank: 2020
Overall Rank
CION Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
CION Sortino Ratio Rank: 1818
Sortino Ratio Rank
CION Omega Ratio Rank: 1818
Omega Ratio Rank
CION Calmar Ratio Rank: 2525
Calmar Ratio Rank
CION Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RAND vs. CION - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rand Capital Corporation (RAND) and CION Investment Corporation (CION). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RANDCIONDifference

Sharpe ratio

Return per unit of total volatility

-0.45

-0.50

+0.05

Sortino ratio

Return per unit of downside risk

-0.37

-0.53

+0.16

Omega ratio

Gain probability vs. loss probability

0.95

0.93

+0.02

Calmar ratio

Return relative to maximum drawdown

-0.60

-0.45

-0.16

Martin ratio

Return relative to average drawdown

-0.91

-0.99

+0.08

RAND vs. CION - Sharpe Ratio Comparison

The current RAND Sharpe Ratio is -0.45, which is comparable to the CION Sharpe Ratio of -0.50. The chart below compares the historical Sharpe Ratios of RAND and CION, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RANDCIONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.45

-0.50

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.01

0.09

-0.10

Drawdowns

RAND vs. CION - Drawdown Comparison

The maximum RAND drawdown since its inception was -89.66%, which is greater than CION's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for RAND and CION.


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Drawdown Indicators


RANDCIONDifference

Max Drawdown

Largest peak-to-trough decline

-89.66%

-45.39%

-44.27%

Max Drawdown (1Y)

Largest decline over 1 year

-42.76%

-33.39%

-9.37%

Max Drawdown (3Y)

Largest decline over 3 years

-60.11%

-37.62%

-22.49%

Max Drawdown (5Y)

Largest decline over 5 years

-60.11%

Max Drawdown (10Y)

Largest decline over 10 years

-60.11%

Current Drawdown

Current decline from peak

-56.36%

-32.16%

-24.20%

Average Drawdown

Average peak-to-trough decline

-67.71%

-14.97%

-52.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.21%

14.97%

+13.24%

Volatility

RAND vs. CION - Volatility Comparison

Rand Capital Corporation (RAND) has a higher volatility of 13.25% compared to CION Investment Corporation (CION) at 9.59%. This indicates that RAND's price experiences larger fluctuations and is considered to be riskier than CION based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RANDCIONDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.25%

9.59%

+3.66%

Volatility (6M)

Calculated over the trailing 6-month period

37.34%

22.23%

+15.11%

Volatility (1Y)

Calculated over the trailing 1-year period

44.98%

26.64%

+18.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.48%

29.37%

+13.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.62%

29.37%

+17.25%

Dividends

RAND vs. CION - Dividend Comparison

RAND's dividend yield for the trailing twelve months is around 16.03%, less than CION's 17.63% yield.


PositionTTM202520242023202220212020
CION
CION Investment Corporation
17.63%14.89%13.33%14.24%14.87%3.52%0.00%
RAND
Rand Capital Corporation
16.03%15.15%26.13%10.24%6.23%2.59%90.40%

Financials

RAND vs. CION - Financials Comparison

This section allows you to compare key financial metrics between Rand Capital Corporation and CION Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-20.00M0.0020.00M40.00M60.00M80.00M20222023202420252026
1.24M
49.54M
(RAND) Total Revenue
(CION) Total Revenue
Values in USD except per share items

RAND vs. CION - Profitability Comparison

The chart below illustrates the profitability comparison between Rand Capital Corporation and CION Investment Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
Portfolio components
RAND - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rand Capital Corporation reported a gross profit of 0.00 and revenue of 1.24M. Therefore, the gross margin over that period was 0.0%.

CION - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CION Investment Corporation reported a gross profit of 0.00 and revenue of 49.54M. Therefore, the gross margin over that period was 0.0%.

RAND - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rand Capital Corporation reported an operating income of 0.00 and revenue of 1.24M, resulting in an operating margin of 0.0%.

CION - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CION Investment Corporation reported an operating income of 0.00 and revenue of 49.54M, resulting in an operating margin of 0.0%.

RAND - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rand Capital Corporation reported a net income of 545.03K and revenue of 1.24M, resulting in a net margin of 44.0%.

CION - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CION Investment Corporation reported a net income of 12.86M and revenue of 49.54M, resulting in a net margin of 26.0%.


Frequently Asked Questions


RAND and CION have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RAND has higher volatility (13.25%) compared to CION (9.59%). In terms of maximum drawdown, RAND dropped -89.66% vs CION's -45.39%.

RAND currently has the higher Sharpe Ratio (-0.45 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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